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UBS (UBS)

Company Profile

Company profile

Ticker

UBS

Exchange

Website

CEO

Mr. Sergio P. Ermotti

Incorporated

Location

Fiscal year end

Sector

Finance and Insurance > Commercial Banking

Industry (SIC)

National Commercial Banks

JPMorgan Chase & Co. • Bank of America • Citigroup • Wells Fargo & Company • U.S. Bancorp • The PNC Financial Services Group, Inc. • Capital One Financial • Shinhan Financial • Truist Financial • HSBC USA ...

Former names

Blackstone Group Inc, Blackstone Group L.P., Blackstone Inc

SEC CIK

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Material Contracts & Credit Agreements

Subsidiaries Lists

UBS stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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Current report (foreign)

Current report (foreign)

Current report (foreign)

Current report (foreign)

Current report (foreign)

Current report (foreign)

Current report (foreign)

Current report (foreign)

Current report (foreign)

Current report (foreign)

Transcripts

View all

Earnings call transcript

Earnings call transcript

Earnings call transcript

Earnings call transcript

Earnings call transcript

Earnings call transcript

Earnings call transcript

Earnings call transcript

Earnings call transcript

Latest ownership filings

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Global Star Acquisition Inc.

Global Star Acquisition Inc.

Quarterly holdings report by institutional manager

Vipshop Holdings Ltd

PIMCO Access Income Fund

Liberty Broadband Corp

Amneal Pharmaceuticals, Inc.

Color Star Technology Co., Ltd.

Quarterly holdings report by institutional manager

Financial summary

Financial statements Chart UBS financial data

Quarter (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from UBS earnings reports.

Institutional ownership, Q4 2024

UBS institutional ownership history Ownership history

44.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	558	551	+1.3%
Opened positions	78	56	+39.3%
Closed positions	71	55	+29.1%
Increased positions	205	187	+9.6%
Reduced positions	176	202	-12.9%

13F shares	Current	Prev Q	Change
Total value	42.21 tn	36.46 tn	+15.8%
Total shares	1.41 bn	1.39 bn	+1.5%
Total puts	21.58 mm	24.59 mm	-12.2%
Total calls	15.27 mm	19.40 mm	-21.3%
Total put/call ratio	1.4	1.3	+11.5%

Largest owners	Shares	Value	Change
Norges Bank	183.11 mm	$5.59 tn	+4.0%
UBS UBS	153.58 mm	$4.66 tn	-1.2%
Vanguard	127.89 mm	$3.92 tn	+1.0%
Massachusetts Financial Services	81.21 mm	$2.46 tn	-11.0%
Ubs Global Asset Management Americas	73.53 mm	$2.23 tn	-2.9%
Dodge & Cox	73.50 mm	$2.24 tn	+0.2%
FMR	55.53 mm	$1.70 tn	+29.4%
Zurcher Kantonalbank	51.38 mm	$1.57 tn	-10.4%
Cevian Capital II GP	43.79 mm	$1.33 tn	0.0%
Capital World Investors	37.43 mm	$1.14 tn	-5.0%

Largest transactions	Shares	Bought/sold	Change
JPM JPMorgan Chase & Co.	26.47 mm	-24.61 mm	-48.2%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	28.31 mm	+17.53 mm	+162.6%
FMR	55.53 mm	+12.61 mm	+29.4%
Massachusetts Financial Services	81.21 mm	-10.04 mm	-11.0%
Caisse Des Depots Et Consignations	8.42 mm	+8.42 mm	NEW
Norges Bank	183.11 mm	+7.09 mm	+4.0%
LGEN Legal & General	27.48 mm	-7.08 mm	-20.5%
SIH Partners, LLLP	7.08 mm	+7.08 mm	NEW
Banque Cantonale Vaudoise	0.00	-6.79 mm	EXIT
Zurcher Kantonalbank	51.38 mm	-5.97 mm	-10.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

UBS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
21 Feb 25	UBS	Common Stock	Sell	Dispose S	Yes	No	7.68	100	768.00	9,501
27 Aug 24	UBS	Common Stock	Buy	Acquire P	Yes	No	0.5523	3,715	2.05 k	146,012
27 Aug 24	UBS	Common Stock	Buy	Acquire P	Yes	No	0	0	0.00	146,012

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

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Here's How Much You Would Have Made Owning UBS Gr Stock In The Last 5 Years

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UBS Reports Strong Q4 Profit Growth, Warns Of Interest Income Decline

Press releases

From Benzinga Pro

UBS Private Wealth Management Hires Zachary Sobel in Palm Beach Gardens

UBS Private Wealth Management today announced the hiring of Financial Advisor Zachary Sobel in Palm Beach Gardens, Florida. Zachary and his team, which manage over $400 million in client assets, join the UBS Florida

UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB

UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: "AMUB"), traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus

UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists

UBS announced today that The Matthews Group, an advisor team based in the firm's Bellevue office, has been named to the Forbes America's Top Wealth Management Teams – Private Wealth 2024 list and the Best-In-State

UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes

23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list

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